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Clarity Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Clarity Wealth Advisors’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3,191
Closed -$309K – 74
2022
Q4 		$309K Sell
3,191
-729
-19% -$70.5K 0.18% 50
2022
Q3 		$377K Sell
3,920
-2,100
-35% -$212K 0.23% 47
2022
Q2 		$612K Buy
6,020
+2,159
+56% +$222K 0.35% 38
2022
Q1 		$413K Hold
3,861
– – 0.2% 47
2021
Q4 		$440K Sell
3,861
-376
-9% -$43K 0.2% 48
2021
Q3 		$486K Buy
+4,237
New +$491K 0.24% 48

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Clarity Wealth Advisors's AGG Position: Q1 2023 in Review

Clarity Wealth Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2023, closing a stake of 3,191 shares — an estimated $309K sold.

Clarity Wealth Advisors first reported a position in AGG in Q3 2021 and held it in 6 quarters. The position peaked at $612K in Q2 2022. 1,615 funds tracked by Wall St. Rank hold AGG as of Q1 2023.

  • Clarity Wealth Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Clarity Wealth Advisors sold 3,191 iShares Core US Aggregate Bond ETF shares in Q1 2023, an estimated $309K.
  • Clarity Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q3 2021 and held it in 6 quarters.
  • Clarity Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $612K in Q2 2022.
  • 1,615 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2023.

Based on Clarity Wealth Advisors's 13F filing for Q1 2023, filed 10 May 2023.